See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,287 |
GENEOS WEALTH MANAGEMENT INC3 years Service code 27 · EIN 02-0580939 | Advisory (Plan) | $30,337 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,978 | $50,982-47.1% | $154,803-82.6% | $85,563-68.5% |
| Participation rate | 34.5% | 59.8%-25.2pp | 78.1%-43.5pp | 66.0%-31.4pp |
| Annual return | 16.94% | 30.35%-13.4pp | 58.88%-41.9pp | 31.51%-14.6pp |
| Employer contribution / active EE | $870 | $1,708-49.1% | $4,305-79.8% | $2,654-67.2% |
| Participant deferral / active EE | $1,631 | $2,474-34.1% | $5,540-70.6% | $4,375-62.7% |
| Admin fee / account holder | $162 | $846-80.9% | $14,329-98.9% | $834-80.6% |